Add Equipment Types for Carriers, Drivers, and Loads

Add Equipment Types for Carriers, Drivers, and Loads

Equipment records let Load Manager identify the trucks, trailers, and other equipment used by your company, carriers, drivers, loads, reports, and load board workflows. Keep this list clean so users can select the right equipment and so load board postings use the correct equipment information.

Open the Equipment List

0Demo Equipment list with sample row data redacted

Screen cue: the Equipment submenu opens the list of equipment types available for carriers, drivers, and loads.

  1. Go to the Carriers or Drivers tab.
  2. Click Equipment in the submenu.
  3. Review the All Equipment list.

The equipment list includes searchable equipment records. Depending on your company setup, the list can show columns such as Equipment Code, Name, Length, Unit, Status, and load board code columns.

Add a New Equipment Record

0Demo Add New Equipment form

Screen cue: use Add New to create or update equipment type details and load board codes.

  1. From the Equipment screen, click Add New.
  2. Enter the required Equipment Code.
  3. Select the required Type: Truck, Trailer, or Other.
  4. Enter the required Name.
  5. Enter any details that apply, such as Length, Width, Unit Number, VIN, License Plate#, dates, driver, odometer, temperature, make, model, year, notes, or tire size.
  6. Set Active to Active.
  7. Click Save Equipment.

Edit an Equipment Record

  1. Open the Equipment screen.
  2. Search for the equipment record, if needed.
  3. Click the equipment row or equipment code.
  4. Update the equipment details.
  5. Click Save Equipment.

If another user is editing the same equipment record, Load Manager can lock the record until that user is finished. An administrator with the correct permission can unlock the record when needed.

Use Active and Inactive Equipment

Use the Active field to control whether an equipment record should remain available for day-to-day selection. Set equipment to InActive when it should stay in history but should not be treated as current equipment.

Truck and Trailer Pairing

When the equipment type is Truck, the form can show a related trailer selection. When the equipment type is Trailer, the form can show a related truck selection. Use this when your workflow needs to associate a truck and trailer record.

Load Board Codes

For freight broker or carrier workflows, the equipment list can show load board code columns such as 123LoadBoard Code, DirectFreight Code, LoadBoard Network Code, DAT Load Board Code, and ITS Code. These values help Load Manager match equipment to the codes required by external load boards.

If a load board posting fails because of an equipment code, review the equipment record and the related load board code article for that board.

Import Equipment by CSV

The Equipment screen includes an Import Via CSV option and a sample equipment import file. Use the sample file when adding multiple equipment records at once.

  1. Go to Carriers or Drivers > Equipment.
  2. Click Download Sample File in the Import Via CSV area.
  3. Fill in the equipment information in the sample format.
  4. Upload the completed CSV file from the same Import Via CSV area.

Troubleshooting

  • If Save Equipment does not work, confirm the required Equipment Code, Type, Name, and Active fields are filled in.
  • If an equipment record does not appear where expected, confirm it is set to Active.
  • If the record is locked, wait for the other user to finish editing or ask an administrator to unlock it.
  • If a DAT or Direct Freight posting fails because of equipment, confirm the equipment record has the correct load board code for that board.

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